CRM 客户管理 权限优化
wersd
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<!-- 某个记录的跟进记录列表，目前主要用于 CRM 客户、商机等详情界面 -->
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<template>
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<!-- 搜索栏 -->
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<el-form :inline="true" :model="queryParams" class="mb-10px">
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<el-form-item label="跟进内容">
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<el-input v-model="queryParams.content" placeholder="请输入跟进内容" clearable @keyup.enter="handleQuery" />
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</el-form-item>
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<el-form-item label="跟进方式">
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<el-select v-model="queryParams.type" placeholder="请选择跟进方式" clearable>
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<el-option v-for="dict in getIntDictOptions(DICT_TYPE.CRM_FOLLOW_UP_TYPE)" :key="dict.value" :label="dict.label" :value="dict.value" />
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</el-select>
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</el-form-item>
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<el-form-item>
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<el-button v-hasPermi="['crm:follow-up-record:query']" type="primary" @click="handleQuery">
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<Icon icon="ep:search" class="mr-5px" />搜索
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</el-button>
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<el-button @click="resetQuery">
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<Icon icon="ep:refresh" class="mr-5px" />重置
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</el-button>
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<el-button v-hasPermi="['crm:follow-up-record:create']" @click="openForm">
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<Icon icon="ep:edit" class="mr-5px" />写跟进
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</el-button>
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</el-form-item>
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</el-form>
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<!-- 跟进记录时间线 -->
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<el-timeline>
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<el-timeline-item
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v-for="(item, index) in list"
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:key="item.id || index"
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:timestamp="formatDate(item.createTime)"
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placement="top"
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>
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<span>跟进人：</span>{{ item.creatorName }}
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<template #timestamp>
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<div style="color:#999;font-size:13px;margin-bottom:2px;">跟进时间</div>
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<span>{{ formatDate(item.createTime) }}</span>
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</template>
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<div class="el-timeline-right-content">
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<div class="followup-meta mb-5px">
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<template v-if="item.contacts && item.contacts.length">
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<span class="meta-label">联系人：</span>
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<el-link
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v-for="contact in item.contacts"
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:key="contact.id"
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:underline="false"
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type="primary"
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@click="openContactDetail(contact.id)"
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class="ml-5px"
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>
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{{ contact.name }}
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</el-link>
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<span style="margin: 0 8px;"> </span>
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</template>
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<span class="meta-label">跟进方式：</span><dict-tag :type="DICT_TYPE.CRM_FOLLOW_UP_TYPE" :value="item.type" class="mr-10px" />
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</div>
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<!-- 操作按钮统一放右上角 -->
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<div class="followup-action-btns">
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<el-button v-hasPermi="['crm:follow-up-record:update']" link class="followup-action-btn edit" @click="openForm('update', item.id)">
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<Icon icon="ep:edit" class="mr-3px" /> 编辑
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</el-button>
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<el-button v-hasPermi="['crm:follow-up-record:delete']" link class="followup-action-btn delete" @click="handleDelete(item.id)">
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<Icon icon="ep:delete" class="mr-3px" /> 删除
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</el-button>
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</div>
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<span class="follow-row" v-if="!/<[a-z][\s\S]*>/i.test(item.content)">跟进内容：{{ item.content }}</span>
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<div class="follow-row" v-else v-html="'跟进内容：' + item.content"></div>
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<!-- 图片直接展示 -->
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<div v-if="item.picUrls && item.picUrls.length" class="followup-img-list follow-row mt-10px">
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<el-image
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v-for="url in item.picUrls"
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:key="url"
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:src="url"
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style="width: 120px; height: 120px; object-fit: contain; border: 1px solid #eee; border-radius: 4px; margin-right: 8px;"
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:preview-src-list="item.picUrls"
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/>
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</div>
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<!-- 附件链接展示 -->
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<div v-if="item.fileUrls && item.fileUrls.length" class="followup-file-list follow-row mt-5px">
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<span style="font-weight: bold;">附件:</span>
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<el-link
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v-for="url in item.fileUrls"
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:key="url"
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:href="url"
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target="_blank"
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type="primary"
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style="margin-right: 12px;"
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>
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{{ url.substring(url.lastIndexOf('/')+1) }}
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</el-link>
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</div>
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</div>
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<template #dot>
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<span style="background-color: #67C23A;" class="dot-node-style">
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{{ item.creatorName ? item.creatorName[0] : '' }}
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</span>
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</template>
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</el-timeline-item>
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</el-timeline>
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<!-- 分页 -->
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<Pagination
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v-model:limit="queryParams.pageSize"
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v-model:page="queryParams.pageNo"
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:total="total"
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@pagination="getList"
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/>
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<!-- 表单弹窗：添加/修改 -->
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<FollowUpRecordForm ref="formRef" @success="getList" />
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</template>
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<script lang="ts" setup>
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import { formatDate } from '@/utils/formatTime'
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import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
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import { FollowUpRecordApi, FollowUpRecordVO } from '@/api/crm/followup'
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import FollowUpRecordForm from './FollowUpRecordForm.vue'
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import { BizTypeEnum } from '@/api/crm/permission'
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/** 跟进记录列表 */
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defineOptions({ name: 'FollowUpRecord' })
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const props = defineProps<{
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bizType: number
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bizId?: number // bizId 可选
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}>()
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const message = useMessage() // 消息弹窗
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const { t } = useI18n() // 国际化
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const loading = ref(true) // 列表的加载中
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const list = ref<FollowUpRecordVO[]>([]) // 列表的数据
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const total = ref(0) // 列表的总页数
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const queryParams = reactive({
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pageNo: 1,
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pageSize: 10,
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bizType: 0,
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bizId: undefined as number | undefined, // 明确类型
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content: '',
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type: undefined
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})
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/** 查询列表 */
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const getList = async () => {
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loading.value = true
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try {
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const data = await FollowUpRecordApi.getFollowUpRecordPage(queryParams)
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list.value = data.list
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total.value = data.total
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} finally {
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loading.value = false
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}
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}
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/** 添加/修改操作 */
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const formRef = ref<InstanceType<typeof FollowUpRecordForm>>()
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// 支持编辑和新增
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const openForm = (type: 'create' | 'update' = 'create', id?: number) => {
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// 只在有 bizId 时传递，否则不传
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if (typeof props.bizId === 'number') {
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if (type === 'update' && id) {
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formRef.value?.open(props.bizType, props.bizId, id)
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} else {
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formRef.value?.open(props.bizType, props.bizId)
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}
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} else {
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if (type === 'update' && id) {
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formRef.value?.open(props.bizType, undefined, id)
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} else {
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formRef.value?.open(props.bizType, undefined)
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}
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}
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}
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/** 删除按钮操作 */
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const handleDelete = async (id: number) => {
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try {
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// 删除的二次确认
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await message.delConfirm()
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// 发起删除
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await FollowUpRecordApi.deleteFollowUpRecord(id)
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message.success(t('common.delSuccess'))
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// 刷新列表
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await getList()
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} catch {}
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}
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/** 打开联系人详情 */
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const { push } = useRouter()
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const openContactDetail = (id: number) => {
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push({ name: 'CrmContactDetail', params: { id } })
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}
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/** 打开商机详情 */
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const openBusinessDetail = (id: number) => {
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push({ name: 'CrmBusinessDetail', params: { id } })
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}
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/** 文件查看弹窗 */
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const fileDialogVisible = ref(false)
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const fileDialogList = ref<string[]>([])
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const fileDialogType = ref<'图片' | '附件'>('图片')
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const fileDialogTitle = computed(() => fileDialogType.value === '图片' ? '查看图片' : '查看附件')
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function openFileDialog(list: string[], type: '图片' | '附件') {
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fileDialogList.value = list
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fileDialogType.value = type
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fileDialogVisible.value = true
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}
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const handleQuery = () => {
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queryParams.pageNo = 1
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getList()
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}
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const resetQuery = () => {
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queryParams.content = ''
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queryParams.type = undefined
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handleQuery()
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}
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watch(
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() => props.bizId,
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() => {
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queryParams.bizType = props.bizType
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queryParams.bizId = typeof props.bizId === 'number' ? props.bizId : undefined
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getList()
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},
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{ immediate: true }
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)
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</script>
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<style lang="scss" scoped>
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// 时间线样式参考 OperateLogV2
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:deep(.el-timeline) {
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margin: 10px 0 0 30px;
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}
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:deep(.el-timeline-item__wrapper) {
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position: relative;
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top: 0;
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}
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:deep(.el-timeline-item__timestamp) {
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position: static !important;
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display: block;
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margin-bottom: 4px;
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color: #999;
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font-size: 13px;
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left: unset;
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top: unset;
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text-align: left;
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}
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:deep(.el-timeline-right-content) {
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display: flex;
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flex-direction: column;
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align-items: flex-start;
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min-height: 30px;
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padding: 10px;
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background-color: #fff;
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border-radius: 4px;
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margin-bottom: 8px;
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position: relative;
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}
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.followup-img-list {
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display: flex;
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flex-wrap: wrap;
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gap: 8px;
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}
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.followup-file-list {
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margin-top: 5px;
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}
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.followup-meta {
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display: flex;
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flex-wrap: wrap;
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align-items: center;
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margin-bottom: 5px;
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}
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.follow-row {
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margin-bottom: 5px;
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color: #333;
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font-size: 14px;
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}
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.dot-node-style {
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position: absolute;
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left: 0px;
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display: flex;
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width: 20px;
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height: 20px;
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font-size: 10px;
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color: #fff;
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border-radius: 50%;
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justify-content: center;
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align-items: center;
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}
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.meta-label {
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margin-right: 4px;
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font-weight: bold;
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}
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.followup-delete-btn {
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color: #f56c6c !important;
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font-weight: bold;
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font-size: 14px;
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transition: background 0.2s, color 0.2s;
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border: none;
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background: #fef0f0;
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border-radius: 4px;
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padding: 2px 10px;
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margin: 10px 0 0 0;
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&:hover {
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background: #fef0f0;
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color: #c0392b !important;
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}
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.icon {
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font-size: 15px;
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vertical-align: middle;
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}
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}
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.followup-action-btns {
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position: absolute;
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top: 10px;
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right: 16px;
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display: flex;
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gap: 8px;
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z-index: 2;
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}
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.followup-action-btn {
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font-weight: bold;
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font-size: 14px;
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border: none;
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background: transparent;
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border-radius: 4px;
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padding: 2px 10px;
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transition: background 0.2s, color 0.2s;
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box-shadow: none;
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&.edit {
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color: #409eff !important;
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&:hover {
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color: #337ecc !important;
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background: #ecf5ff;
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}
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}
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&.delete {
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color: #f56c6c !important;
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&:hover {
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color: #c0392b !important;
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background: #fef0f0;
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}
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}
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.icon {
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font-size: 15px;
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vertical-align: middle;
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}
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}
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</style>
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@ -0,0 +1,193 @@
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<!-- 跟进记录的添加表单 -->
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<template>
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<Dialog v-model="dialogVisible" title="添加跟进记录" width="50%">
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<el-form
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ref="formRef"
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v-loading="formLoading"
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:model="formData"
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:rules="formRules"
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label-width="120px"
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>
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<el-row>
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<el-col :span="12">
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<el-form-item label="跟进方式" prop="type">
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<el-select v-model="formData.type" placeholder="请选择跟进">
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<el-option
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v-for="dict in getIntDictOptions(DICT_TYPE.CRM_FOLLOW_UP_TYPE)"
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:key="dict.value"
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:label="dict.label"
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:value="dict.value"
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/>
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</el-select>
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</el-form-item>
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</el-col>
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<el-col :span="12" v-if="formData.bizType == BizTypeEnum.CRM_CUSTOMER">
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<el-form-item label="选择联系人" prop="contactIds">
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<el-select v-model="formData.contactIds" filterable placeholder="请选择联系人">
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<el-option v-for="item in contactOptions" :key="item.id" :label="item.name" :value="item.id" />
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</el-select>
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</el-form-item>
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</el-col>
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<el-col :span="24">
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<el-form-item label="跟进内容" prop="content">
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<Editor v-model="formData.content" height="150px" />
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</el-form-item>
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</el-col>
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<el-col :span="12">
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<el-form-item label="附件" prop="fileUrls">
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<UploadFile v-model="formData.fileUrls" class="min-w-80px" />
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</el-form-item>
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</el-col>
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</el-row>
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</el-form>
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<template #footer>
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<el-button :disabled="formLoading" type="primary" @click="submitForm">确 定</el-button>
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<el-button @click="dialogVisible = false">取 消</el-button>
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</template>
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</Dialog>
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</template>
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<script lang="ts" setup>
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import { DICT_TYPE, getIntDictOptions } from '@/utils/dict'
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import { FollowUpRecordApi, FollowUpRecordVO } from '@/api/crm/followup'
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import { BizTypeEnum } from '@/api/crm/permission'
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import * as ContactApi from '@/api/crm/contact'
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defineOptions({ name: 'FollowUpRecordForm' })
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const { t } = useI18n() // 国际化
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const message = useMessage() // 消息弹窗
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const dialogVisible = ref(false) // 弹窗的是否展示
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const dialogTitle = ref('') // 弹窗的标题
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const formLoading = ref(false) // 表单的加载中：1）修改时的数据加载；2）提交的按钮禁用
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// 修正表单数据类型声明，允许动态赋值
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interface FollowUpFormData {
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bizType?: number;
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bizId?: number;
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type?: number;
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content?: string;
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nextTime?: any;
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picUrls?: string[];
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fileUrls?: string[];
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businesses?: any[];
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contacts?: any[];
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contactIds?: number[];
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}
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const formData = ref<FollowUpFormData>({
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bizType: undefined,
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bizId: undefined,
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type: undefined,
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content: '',
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nextTime: undefined,
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picUrls: [],
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fileUrls: [],
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businesses: [],
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contacts: [],
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contactIds: []
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})
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const formRules = reactive({
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type: [{ required: true, message: '跟进类型不能为空', trigger: 'change' }],
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content: [{ required: true, message: '跟进内容不能为空', trigger: 'blur' }],
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contactIds: [{ required: true, message: '联系人不能为空', trigger: 'change' }]
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})
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const formRef = ref() // 表单 Ref
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const contactOptions = ref<ContactApi.ContactVO[]>([])
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const formType = ref('') // 表单的类型：create - 新增；update - 修改
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watch(
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||||
() => formData.value.bizId,
|
||||
async (val) => {
|
||||
if (formData.value.bizType === BizTypeEnum.CRM_CUSTOMER && val) {
|
||||
// 获取客户下联系人
|
||||
const res = await ContactApi.getContactPageByCustomer({ customerId: val, pageSize: 100 })
|
||||
contactOptions.value = res.list || []
|
||||
// 自动选中第一个联系人
|
||||
if (contactOptions.value.length > 0) {
|
||||
formData.value.contactIds = [contactOptions.value[0].id]
|
||||
} else {
|
||||
formData.value.contactIds = []
|
||||
}
|
||||
} else {
|
||||
contactOptions.value = []
|
||||
formData.value.contactIds = []
|
||||
}
|
||||
},
|
||||
{ immediate: true }
|
||||
)
|
||||
|
||||
/** 打开弹窗 */
|
||||
const open = async (bizType: number, bizId: number, id?: number) => {
|
||||
dialogVisible.value = true
|
||||
resetForm()
|
||||
formData.value.bizType = bizType
|
||||
formData.value.bizId = bizId
|
||||
if (id) {
|
||||
formType.value = 'update'
|
||||
formLoading.value = true
|
||||
try {
|
||||
const data = await FollowUpRecordApi.getFollowUpRecord(id)
|
||||
Object.assign(formData.value, data)
|
||||
} finally {
|
||||
formLoading.value = false
|
||||
}
|
||||
} else {
|
||||
formType.value = 'create'
|
||||
}
|
||||
}
|
||||
defineExpose({ open }) // 提供 open 方法，用于打开弹窗
|
||||
|
||||
/** 提交表单 */
|
||||
const emit = defineEmits(['success']) // 定义 success 事件，用于操作成功后的回调
|
||||
// 提交时contactIds直接提交
|
||||
const submitForm = async () => {
|
||||
await formRef.value.validate()
|
||||
formLoading.value = true
|
||||
try {
|
||||
// 保证contactIds始终为数组
|
||||
let contactIds = formData.value.contactIds
|
||||
if (!Array.isArray(contactIds)) {
|
||||
contactIds = contactIds !== undefined && contactIds !== null ? [contactIds] : []
|
||||
}
|
||||
const data = {
|
||||
...formData.value,
|
||||
contactIds,
|
||||
businessIds: (formData.value.businesses || []).map((item: any) => item.id)
|
||||
} as unknown as FollowUpRecordVO
|
||||
|
||||
if (formType.value === 'create') {
|
||||
await FollowUpRecordApi.createFollowUpRecord(data)
|
||||
message.success(t('common.createSuccess'))
|
||||
} else {
|
||||
await FollowUpRecordApi.updateFollowUpRecord(data)
|
||||
message.success(t('common.updateSuccess'))
|
||||
}
|
||||
|
||||
message.success(t('common.createSuccess'))
|
||||
dialogVisible.value = false
|
||||
emit('success')
|
||||
} finally {
|
||||
formLoading.value = false
|
||||
}
|
||||
}
|
||||
|
||||
|
||||
|
||||
/** 重置表单 */
|
||||
const resetForm = () => {
|
||||
formRef.value?.resetFields()
|
||||
formData.value = {
|
||||
bizId: undefined,
|
||||
bizType: undefined,
|
||||
type: undefined,
|
||||
content: '',
|
||||
nextTime: undefined,
|
||||
picUrls: [],
|
||||
fileUrls: [],
|
||||
businesses: [],
|
||||
contacts: [],
|
||||
contactIds: []
|
||||
}
|
||||
}
|
||||
</script>
|
||||
Loading…
Reference in New Issue